Denise Dimascio signed Touchpoint, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Touchpoint, Inc.'s EIN is 23-1106740.
Download the official 2024 Form 5500 (PDF) for Touchpoint, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Touchpoint, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA FINANCIAL INC | 47-1566880 | — | NONE | $38K | — |
| FISHER INVESTMENTS |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-2480800 |
| — |
| NONE |
| $16K |
| — |
| PINE VALLEY INVESTMENTS LIMITE | 47-2010858 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $803 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | Common Collective Trusts | — | — | $26.4M | 17.7% | |
| LARGE CAP GROWTH FUND III R1 WILMINGTON TRUST, N.A. · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $14.5M | 9.7% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $9.6M | 6.4% | |
| JP MORGAN EQUITY INCOME R6 Registered Investment Company | Common Stocks | — | — | $7.7M | 5.2% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $6.9M | 4.6% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $6.1M | 4.0% | |
| Personal Choice Retirement Account Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $5.9M | 3.9% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $5.8M | 3.9% | |
| Victory Small Company Opportunity I Mutual Fund | Common Stocks | — | — | $5.2M | 3.5% | |
| WLMGT TR CIT CORE PLUS BOND FUND WILMINGTON TRUST, N.A · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $5.2M | 3.4% | |
| Flexpath Stable Value Class I1 Common/Collective Trust | Stable Value | — | — | $5.0M | 3.3% | |
| PUTNAM STABLE FUND CIT GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $5.0M | 3.3% | |
| Fidelity Inflation Protected Bd Index Mutual Fund | Mutual Funds | — | — | $4.2M | 2.8% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $4.1M | 2.7% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $4.0M | 2.7% | |
| US DEBT INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6589507 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.6% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $3.8M | 2.5% | |
| Fidelity Extended Mkt Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.6M | 2.4% | |
| T. Rowe Price New Horizon Fund I Mutual Fund | Other securities | — | — | $3.4M | 2.3% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.1% | |
| Transamerica High Yield Bd Fd Cl I Mutual Fund | Other securities | — | — | $3.1M | 2.1% | |
| EAFE EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6596958 / PN 001 | Common Collective Trust | — | — | $3.1M | 2.1% | |
| MID CAP VALUE GROWTH CLASS I1 WILMINGTON TRUST, N.A · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2.7M | 1.8% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $2.3M | 1.5% | |
| WILMGT TR CIT FRANKLIN GROWTH CIT GREAT GRAY TRUST COMPANY · EIN 82-3341628 / PN 360 | Common Collective Trust | — | — | $2.2M | 1.5% | |
| Vanguard Target Retirement Income Mutual Fund | Mutual Funds | — | — | $2.0M | 1.3% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $1.9M | 1.3% | |
| through May 2038 | Other securities | — | — | $1.8M | 1.2% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $1.8M | 1.2% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $580K | 0.4% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $446K | 0.3% |
